Holistic Planning’s iShares Core High Dividend ETF HDV Stock Holding History

Holistic Planning’s Portfolio HDV Stock Details HDV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$209K	Buy
2024 Q3	–	Sell
2024 Q2	$287K	Hold
2024 Q1	$287K	Buy
2023 Q4	$261K	Buy